Investment Q&A

Q: I am loosing a lot of money on both PFE and MRK. I hold them in RRSP since 2023 and down about 50% on PFE and 20% on MRK. Would you keep these or get rid of them and switch to some other healthcare stocks offering better long term total return (growth + dividends)?

Q: I've held PFZ for a long time in my RRSP (now RRIF) and my US account. The 10-year return is low. Is there an ETF that could replace this security in my US account and RRIF?
I'd like to improve the return and understand if there are any negative tax impacts.
Thank you.

Q: Good morning team, I see PFE stock is up after their acquisition. Thoughts on the acquisition and is this long term underperformer maybe poised for a rebound. Also, nice yield, how safe is the dividend?
Thanks
Rob

Q: Greetings 5i team, I need to harvest some tax losses and these 4 stocks are my candidates, my question is regarding buy back strategy. (1) I intend to buy back PFE but in my RIF vs CASH account; (2) I intend to buy back both ILMN and BCE; (3) not planning to buy back FSZ; (4) not planning to use proxies for any. Does this make sense or would you do it differently? Thank you.

Q: Thoughts on the current overall market and going forward 1-2 years? I just read Howard Marks latest memo and he is cautious at these levels based on over valuation and many other speculative factors that are often discussed here. I have a very growth weighted portfolio and high embedded gains. I am a long term investor but would like to mitigate any large drawdowns when a correction comes to preserve gains. Currently my more defensive holdings are COST, DOL, ATD, IFC. Currently holding no utilities. I also hold large anchor names such as CSU, LMN, BN, BKNG, AXON, and WSP. What are your top defensive names?

If I trim my tech, I assume adding to DOL, ATD, COST, IFC be more defensive. I know you've mentioned these names as other good defensive names as well, COST, PG, ABBV, L, ATD, FTS, H, ENB, FTS, BEPC, H, SLF, RY, TD, GRT.UN, T, L, BAM.

Or would buying some covered call ETF's that offer some good yield reduce the drawdown.
Which are your top covered call ETF's? Or adding to some of these defensive ETF's would be good too? Defensive US etf'S: VDC, VPU, VHT

Thanks!

Q: Are all of these companies buyable in your opinion? And how would you rank them if they were bought today while keeping in mind dividends, safety, growth there are a few sectors here so that aside. I do think some of these companies are being forgot about with all the focus on tech.

Q: I have a hard time evaluating biopharmaceutical firms save via technical analysis. Given that Structure Therapeutics is so "new", I am finding even this method difficult to rely on. What is your opinion of GPCR's prospects?

Q: How were the earnings & guidance from Cintas ? Would you buy here ? What do you expect from PFE earnings & guidance (sitting at it's 200 day), and TRP ? Pls deduct as appropriate. Thank you.

Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years

Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks

Q: November 2020 was your last response on the business fundamentals of this company. Recognizing that the stock price has dropped even more since then, what has changed with this company's outlook when comparing time periods?

How is its balance sheet and drug pipeline compared to Pfizer?

Pfizer is clearly more of an income play but that aside, do you favour one or the other for any particular reason?

Q: I am looking at PFE for a long term hold. It has a good dividend. I want to increase my position of high dividend stocks. Could you please comment on the it at this point?

Q: Hello,

Given the current price levels of both MRNA and PFE would this be a good time to take position in either one of those? If so which one would you recommend.

Thank you!

Q: Can you please give me your input on PFE earnings. They beat the earnings however stock is down,

Thanks for your great service

Q: Hello, I am down on both : PFE and DIS. Based on their business fundamentals, balance sheet and growth, is it time to move on and sell both?
Thanks
Carlo

Q: All of these companies have really high debt levels, could you comment on their prospects and whether you would buy, hold or sell. Thanks!

Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!

Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris

Q: Hi, would you continue to hold this stock?

Thanks
Paul

Q: Buy, sell or hold with a few comments on each
Much appreciated. ram